JHP Wealth Management’s Apple AAPL Stock Holding History

JHP Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Hold	1,031	–	–	0.24%	33
2026 Q1	$262K	Sell	1,031 -124	-11%	-$32.3K	0.25%	28
2025 Q4	$314K	Buy	+1,155	New	+$310K	0.3%	26

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JHP Wealth Management's AAPL Position: Q2 2026 in Review

JHP Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 1,031 shares worth $298K. The position accounts for 0.24% of the portfolio, ranked #33.

JHP Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

JHP Wealth Management held 1,031 shares of Apple worth $298K as of Q2 2026.
JHP Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.24% of JHP Wealth Management's portfolio in Q2 2026, its #33 holding.
JHP Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
JHP Wealth Management's Apple position peaked at $314K in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on JHP Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.